The Mahnken Tambone Group at Morgan Stanley

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The Mahnken Tambone Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Our Story & Services

We are an experienced team of financial advisors providing sophisticated counsel and streamlined solutions to a select group of individuals, families and businesses.

 

We are highly analytic and very detail-oriented. You can rely on our in-depth knowledge of investments, estate planning strategies, retirement, tax issues, and risk management to provide you with a comprehensive wealth strategy that integrates investment decisions with your financial needs, your desired aspirations and your deeply held personal values.

 

Our consultative, team approach focuses on establishing and fostering close, long-term relationships with you, the other members of your family and your other professional advisors. While we bring complementary skills and perspectives, we also share a commitment to pursuing your goals and dreams with the same vigor as we do our own. This approach not only provides you with access to a broad array of solutions, but it also helps to ensure that you benefit from the highest levels of service. We are committed to creating an alliance of trust with you by delivering service, communication and care that aims to exceed your highest expectations

 


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 58 South Service Rd, Ste 400
  • Melville, NY 11747


      Process

      Our client-centered process begins with listening. The better we understand your financial needs, your long-term goals and expectations, as well as your fears and challenges, the better we can customize a sound investment strategy for you. We don’t make assumptions; instead, we listen carefully to your answers when we ask quantitative and qualitative questions such as:

       

      How did you feel when the market went down last year?
      What are three things you would like to do to for your family to ensure their security for the future?
      What do you wish you could spend more time doing now?
       

      Next, we do a very detailed and thorough analysis of your answers to structure a wealth plan that is uniquely your own. When we talk with you again, it’s with the goal of helping you understand your choices. We believe it’s our job to unravel the complexities of your financial circumstances and offer simplified strategies that nonetheless take advantage of sophisticated global markets. Keeping your goals in mind, we leverage Morgan Stanley’s best thinking to select investment solutions to comprise your portfolio.

      From then on, our job is to expect and react to change – to changes in your life as well as to changes in the financial markets. Just as no bull market or bear market is permanent, your life can take unexpected dips and curves. Our staff makes sure that we’re in contact as often as you desire, to continue listening to and ensure that your plan remains aligned with your evolving life and objectives.  


      Investment Philosophy

      We make a habit of attending to all the details of your financial life. We believe in diversification and in investment strategies that are characterized by their simplicity, rather than simple solutions.

      The fact is there is no one kind of investment that is always best. In investment portfolios, as in much else, there is safety in numbers.  

      A clear investment process, combined with years of experience, leads to good investment decisions. To that end, we have crafted highly detailed systems to ensure you receive high-quality and consistent service. We provide:

      Personalized investment objectives based on your individual investment goals
      Customized asset allocation around your objectives, including taxes and risk adjusted returns
      Ongoing review and rebalancing to ensure your portfolio stays within your allocation parameters
      Constant communication through quarterly reports and regularly scheduled meetings


      Multigenerational Planning

      One of the issues we tackle when a family has significant assets is how to preserve it for future generations. This can be a surprisingly difficult task. Effective multigenerational wealth management requires a family to tackle the personal issues that determine who should benefit from the wealth, the tax hurdles that stand in the way of its efficient transfer, and the capital markets uncertainties that make it challenging to invest it prudently.

      Our multigenerational planning addresses:

      The amount of funds that the senior generation must retain to meet their lifestyle needs
      The excess capital they have available to give during their lifetimes to descendants or philanthropic causes without jeopardizing their financial security
      A method for optimizing among the array of wealth transfer strategies to determine how best to move the wealth to the desired beneficiaries, at the right time and in the right proportions
      The appropriate pace of lifetime wealth transfer
      A framework for monitoring and revisiting the plan, as markets, tax laws, and family circumstances change
       

      We understand how to help clients preserve relationships and hold onto assets when they pass among generations of a family. We are skilled at initiating and moving cross-generational financial dialogues forward and helping families create a foundation for passing not just wealth but values from one generation to the next.


      Client Service Team

      Tracey enjoys assisting clients of the Mahnken Tambone Group with the myriad transactional needs that arise on a daily basis. She provides prompt, courteous and reliable care in all areas of administrative and logistical support. As a Registered Associate, Tracey enjoys delivering first-class customer service with each interaction. Tracey holds Series 7 & Series 63 licenses.

       

      Tracey has been working in the financial services industry since 1982, when she worked as a Trading Assistant for Credit Suisse while getting her undergraduate degree in Business Management from Binghamton University. She went onto graduate school immediately and, for the next four years, she worked on the floor of the New York Stock Exchange by day while earning her MBA from Fordham University at night. Tracey has worked in Morgan Stanley’s retail side since 2005, assisting Financial Advisors and their clients with a diverse array of responsibilities.

       

      She is married and has two children.


      Meet The Mahnken Tambone Group

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.

      • Asset management
      • Traditional investments
      • Alternative Investments
      • Impact Investing

      Family

      Creating customized financial strategies for the challenges that today's families face.

      • Estate Planning
      • 529 Plans / Education Planning
      • Long Term Care Insurance
      • Trust Services and Accounting

      Retirement

      Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

      • 401(k) Rollovers
      • IRA Plans
      • Retirement income strategies
      • Annuities

      Business Planning

      Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Corporate Pension Funds

      Philanthropy

      Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing

      Ready to start a conversation? Contact The Mahnken Tambone Group today.

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